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UMB Financial

351 hedge funds and large institutions have $5.77B invested in UMB Financial in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+30
Holders Change %
+9.35%
% of All Funds
4.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
57
Increased
129
Reduced
115
Closed
24
Calls
$1.57M
Puts
$203K
Net Calls
+$1.37M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Shares
Change %
FMII
226
Farmers & Merchants Investments Inc
Nebraska
$453K
NSEDCP
227
NJ State Employees Deferred Compensation Plan
New Jersey
$451K
HF
228
HRT Financial
New York
$434K +$434K +3,850 New
NA
229
NewEdge Advisors
Louisiana
$433K +$78.4K +695 +22%
SOW
230
State of Wyoming
Wyoming
$433K +$137K +1,215 +46%
B
231
Bailard
California
$431K -$384K -3,400 -47%
TCM
232
Teza Capital Management
Illinois
$429K -$29.8K -264 -6%
AP
233
Atwood & Palmer
Missouri
$426K
AAS
234
Avantax Advisory Services
Texas
$423K -$8.69K -77 -2%
Commonwealth Equity Services
235
Commonwealth Equity Services
Massachusetts
$413K +$2.71K +24 +0.7%
CGH
236
Crossmark Global Holdings
Texas
$410K +$21K +186 +5%
II
237
Inspire Investing
Idaho
$400K -$44K -390 -10%
SFI
238
Susquehanna Fundamental Investments
Pennsylvania
$398K +$398K +3,527 New
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$397K +$33.5K +304 +9%
S
240
SignatureFD
Georgia
$388K -$8.35K -74 -2%
KHC
241
Koesten Hirschmann & Crabtree
Kansas
$382K
SAM
242
Securian Asset Management
Minnesota
$372K -$11.3K -100 -3%
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$363K
LA
244
LexAurum Advisors
Kansas
$353K +$353K +3,128 New
CIC
245
Cornercap Investment Counsel
Georgia
$349K
AssetMark Inc
246
AssetMark Inc
California
$345K -$12.1K -107 -3%
CCIA
247
Campbell & Co Investment Adviser
Maryland
$344K +$344K +3,048 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
248
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$339K -$339K -3,000 -50%
MCM
249
Monument Capital Management
Virginia
$330K +$28.8K +255 +10%
ES
250
ETF Store
Kansas
$328K